Private Client Services Manager: Wealth & Tax Advisory

Andersen; Los Angeles (CA); On-site; USD 138,000 - 173,000; Full time

Benefits offered by this job

Medical, dental, vision insurance

401(k) plan

Paid time off and holidays

Job summary

Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions.

The role emphasizes client relations, regulation updates, and mentorship of junior staff, offering strong career development and a dynamic, inclusive environment.

Qualifications

• 4+ years of experience in an accounting firm, with at least 3 years in Private Client.
• Bachelor’s and/or advanced degree in Accounting, Finance, Economics or related field.
• CPA or JD credential for IRS representation.
• Self-starter who can work in a fast-paced, high-pressure environment.
• Proficient use of technology.

Responsibilities

• Oversee multiple engagement teams for sophisticated clients.
• Engage in business development activities (proposals, webinars, cross-line collaboration).
• Maintain client communication to ensure satisfaction and deadlines.
• Conduct primary and secondary review of complex tax returns – federal and state.
• Draft technical tax memoranda.
• Supervise and mentor Interns, Associates, and Senior Associates.

Skills

Client communication

Business development

Tax knowledge

Mentoring

Technology proficiency

Education

Bachelor's or higher in Accounting/Finance/Economics

CPA or JD credential

Job description

Andersen is seeking a Private Client Services Manager in Los Angeles to lead engagement teams serving a spectrum of high-net-worth clients. You will guide tax strategy, ensure timely delivery, and partner with other service lines to provide comprehensive solutions.

The role emphasizes client relations, regulation updates, and mentorship of junior staff, offering strong career development and a dynamic, inclusive environment.